Welcome to your Salesforce CRM trial. We’ll get you
started by showing you how to get around your
trial and how you can quickly get up and running.
Let’s get started.
NavigatiNg
YouR SaLeSfoRCe
CRM tRiaL
tabLe of CoNteNtS
Navigating Your Salesforce CRM Trial
Importing Contacts
Creating Personal Tasks
Managing Leads and Opportunities
Tracking Calls, Emails, and Meetings
getting Started tab ................................................................................................ 3
Contacts tab ........................................................................................................... 4
Contact Record ...................................................................................................... 5
account Record ...................................................................................................... 6
opportunity Record ............................................................................................... 7
Lead Record ........................................................................................................... 8
Home, Reports, and Dashboard tabs ................................................................. 9
forecasts, Chatter, and files tabs .......................................................................10
importing contacts from CSv/Microsoft excel .................................................... 11
outLooK — exporting contacts from outlook ................................................. 12
outLooK — import your contacts into Salesforce CRM ..................................13
aCt! — exporting contacts from aCt! ................................................................13
aCt! — import your contacts into Salesforce CRM ...........................................14
gmail — exporting contacts from gmail ...........................................................14
gmail — import your contacts into Salesforce CRM .........................................15
How to create a new task ....................................................................................16
Convert a new lead .............................................................................................. 17
Log a call and follow up task ...............................................................................18
Send an email and schedule a meeting ............................................................19
3
getting Started tab. Here you’ll find videos and text tutorials to walk you through
a few steps to get up and running quickly.
Tabs
tabs help you quickly navigate
around Salesforce to find
information, like your contacts
or sales opportunities.
Help & Training
this link takes you to our help portal where you can
search for help on specific topics, or ask questions
that you have in our customer community.
NavigatiNg YouR SaLeSfoRCe CRM tRiaL
4
Contacts tab. the contacts tab is where you can track all of the contacts you have
at companies you do business with.
Reports
on each tab are quick links to
pre-built reports for that data.
Views
views are ways to see groupings of your data
that fit specific criteria. Salesforce comes with
pre-set views for each tab, and you can also
create your own custom views.
Tools
each tab has links
to tools that help
you perform specific
tasks in Salesforce
related to that data,
like importing your
contacts.
NavigatiNg YouR SaLeSfoRCe tRiaL
5
Contact Record. When you click into a contact, you can see all of the contact
information that you have for that individual — including their title, phone
number, and email. You can also create custom fields to track any specific
information that you need to run your business.
Social Contacts
these are links to connect Salesforce to your social networks
so that you can view additional public information about
your contacts, like their twitter feed, directly in Salesforce.
Contact Information
You can view and edit all contact
information that you track directly
on the contact record.
Complete History
of All Interactions
the related lists on the contact
instantly give you a complete
history of all interactions that
you, or anyone you’ve worked
with, has had with this
contact. including all emails
and phone calls, meetings,
campaigns, and even files
that were sent.
NavigatiNg YouR SaLeSfoRCe tRiaL
6
account Record. each contact and opportunity is associated with an account.
accounts are how Salesforce refers to companies that you’re working with, or that
you’ve worked with in the past.
360-Degree Customer View
Quickly access all critical account data and see a
complete history of all communications you, or anyone
you’ve worked with, has had with this account.
Social Contacts
these are links to connect Salesforce to your social networks
so that you can view additional public information about
your accounts, like their twitter feed, directly in Salesforce.
Account Information
You can view and edit all account
information that you track directly on
the account record.
NavigatiNg YouR SaLeSfoRCe tRiaL
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opportunity Record. the opportunity record is where you track all of the
information you need to know about that deal, including the stage the deal is at
in the sales cycle, when it’s expected to close, and how much the deal is worth.
Complete History of All Interactions
the related lists on the opportunity instantly give you a
complete history of all interactions that you, or anyone
you’ve worked with, has had for this sales deal. including
all emails and phone calls, meetings, campaigns, and
even files that were sent.
Opportunity
Information
You can view and edit all
opportunity information
that you track directly on
the opportunity record.
Manage Sales Process
easily edit critical deal information, like
what stage your deal is in and how much
it’s worth. updates are automatically
reflected in management forecasts giving
you a real-time view of your business.
NavigatiNg YouR SaLeSfoRCe tRiaL
8
Lead Record. Leads are how Salesforce describes prospects, or potential customers.
these are people that you may have met at a trade show or who filled out a lead
form on your website, but who you haven’t yet qualified as a valid lead.
Converting Leads
once you’ve qualified that a lead is interested in buying your
products and is an active sales opportunity, that’s when you
convert them. by converting the lead, you create a contact,
account, and a sales opportunity.
Lead Information
You can view and edit all lead
information that you track directly
on the lead record.
NavigatiNg YouR SaLeSfoRCe tRiaL
9
Reports tab. the reports tab is
where you can build and run reports
on your key business metrics.
Salesforce comes with pre-built
reports, or you can create your own.
Dashboards tab. once you’ve
created your reports, you can pull
them into dashboards for a quick,
visual way of seeing how your
business is performing.
Home tab. the home tab is the perfect
place to start your day in Salesforce.
Your Chatter feed quickly gets you up
to speed on the latest developments
in your business. You can customize
the dashboards here to see how
you’re tracking against key business
metrics, and also track upcoming
tasks and meetings to stay organized
and on top of your business.
NavigatiNg YouR SaLeSfoRCe CRM tRiaL
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Chatter tab. Chatter is a private,
secure collaboration platform for
your company. Chatter helps you
collaborate with your coworkers
on presentations and in groups
to close sales deals, crowd-
source answers to key business
questions, and work more
efficiently.
files tab. easily store and share
files with your coworkers and
customers, right from Salesforce.
You can make comments on
files, track different versions, and
subscribe to receive updates the
minute anything changes.
forecasts tab. Your forecast gives
you a rolled-up view of all sales
opportunities so you can predict
revenue. You can click to see details
on each rep — and apply your
judgment by adjusting your forecast.
NavigatiNg YouR SaLeSfoRCe CRM tRiaL
11
Mass-load all your contacts into your Salesforce application in
minutes so you can spend your time growing your business
instead of entering phone numbers and email addresses. this
tutorial will walk you through how to import your contacts from a
CSv file, as well as from outlook, aCt! and gmail.
one best practice is to test how a file with just 5-10 contacts will
import. that way you can go back and modify your data or refine
the process if needed.
1. before you start, review your CSv file and check that all of your contact
information is consistently arranged and columns clearly labeled so that it will
import correctly.
2. if your data is saved as a .xl or .xls file, select File and then Save As to save
your spreadsheet as a Comma Separated Values (CSV) file.
3. When your contact file is set, login to your Salesforce account.
4. Click on the Contacts tab.
5. find the Tools section in the bottom right hand corner of the page, and then
click on the Import My Accounts & Business Contacts link.
6. from there you’ll be taken to an overview page to import your contacts. there
are a number of helpful links on the right side of this page for you to read.
NOTE: if you’re importing more than 500 contacts, click on the link at the top
of the page in the yellow bar. You’ll be taken to another import wizard to walk
through those steps.
7. Click on the Start the Import Wizard link.
8. Select Other Data Source as where your data is coming from and then click
Next.
9. Click the Browse or Choose File button to select the file to upload and then click
Next.
CSV
IMPORTING
CONTACTS
FROM CSV/
MICROSOFT
EXCEL
iMpoRtiNg CoNtaCtS
12
10. Now you can start checking how your contact information is being mapped to
fields in Salesforce. When you’ve checked over the data, click Next.
11. Check how the rest of your data is being mapped as you walk through the
wizard. When you reach the end of the mapping process, click Import Now!
12. Click Finish when done.
13. Click the Contacts tab to check your work. You can see the contacts that have
just been imported.
OUTLOOK
EXPORTING
CONTACTS
FROM
OUTLOOK
1. Launch outlook.
2. Select File menu and then the Import and Export… menu option.
3. Choose Export to a file and click Next.
4. Choose Comma Separated Values (Windows) and click Next.
NOTE: if you have outlook 2000, you may be required to install the export
component for this step.
5. Select the Contacts folder and click Next. You can select a different contacts folder
if you have contacts stored in multiple folders.
6. Choose filename for the exported data and click Next.
7. Check Custom Field mapping. if you have any fields in Salesforce CRM that you
want contact information mapped into (e.g., you track the number of years each
contact has been at a company), you can do so by clicking Map Custom Fields
and then following the instructions.
8. Click Finish.
NOTE: if you want to import contacts from multiple users, follow the additional steps
below. if you are only importing contacts for one user, proceed to the next section.
9. Repeat Steps 1–8 to export the contacts for all users whose contacts you want to
import into Salesforce CRM.
10. Merge all files into a single CSv file using excel or a similar application.
11. Review your data for accuracy.
12. add a column titled Record Owner and add the user’s Salesforce CRM
username to this field in the format jsmith@acme.com or Joe Smith. this step
ensures that each user’s data is correctly owned by that user in Salesforce CRM.
NOTE: all users named in the CSv file must be created in Salesforce CRM
before importing.
13. Save file and proceed to the next section.
iMpoRtiNg CoNtaCtS
13
1. Log in to Salesforce CRM.
2. Click the Contacts tab.
3. Click the Import My Accounts & Business Contacts link in the tools section.
4. Click Start the Import Wizard.
5. Select Microsoft Outlook from the radial dial and then click Next.
6. Click the Browse or Choose File button to select the file to upload and then click
Next.
7. Click Next again. on the off-chance your data does not import correctly, this is
where you can manually map each of the fields in your file to Salesforce CRM.
8. Keep clicking Next until you reach the end of the mapping process, then click
Import Now!
9. Click Finish when done.
10. Click the Contacts tab to check your work. You can see the contacts that have
just been imported.
OUTLOOK
IMPORT YOUR
CONTACTS
INTO
SALESFORCE
CRM
1. Launch aCt! and open your database.
2. Select the File menu and click Export to open the export Wizard.
3. Click Next to get to the Specify Destination step.
4. Select Text Delimited file type.
5. Click the Browse button and then choose the filename and location for
exported data.
6. Select Comma Separated Values (*.csv) in the ”files of type” dropdown menu
and click Open.
7. Click Next.
8. Select Contact Records as the type of records you want to export.
9. Select All records and click Next.
10. Select Comma for field separator character.
11. Select the checkbox for Yes, export field names and click Next.
12. Leave the export field order list alone and click Next.
13. Click Finish.
ACT!
EXPORTING
CONTACTS
FROM ACT!
iMpoRtiNg CoNtaCtS
14
NOTE: if you want to import contacts from multiple users, follow the additional
steps below. if you are only importing contacts for one user, proceed to the next
section.
14. Repeat Steps 1–13 to export the contacts for all users whose contacts you
want to import into Salesforce CRM.
15. Merge all files into a single CSv file using excel or a similar application.
16. Review your data for accuracy.
17. add a column titled Record Owner and add the user’s Salesforce CRM
username to this field in the format jsmith@acme.com or Joe Smith. this
step ensures that each user’s data is correctly owned by that user in
Salesforce CRM.
NOTE: all users named in the CSv file must be created in Salesforce CRM
before importing.
18. Save file and proceed to the next section.
1. Log in to Salesforce CRM.
2. Click the Contacts tab.
3. Click the Import My Accounts & Contacts link in the tools section.
4. Click Start the Import Wizard.
5. Select ACT! from the radial dial and then click Next.
6. Click the Browse or Choose File button to select the file to upload and then click
Open.
7. if you want to check how your data is mapping to Salesforce, click Customize
Mappings. otherwise, click Import Now! to import your data.
8. Click Finish when done.
9. Click the Contacts tab and select the New This Week view and click Go! to
check your work. You can see the contacts that have just been imported.
ACT!
IMPORT YOUR
CONTACTS
INTO
SALESFORCE
CRM
GMAIL
EXPORTING
CONTACTS
FROM GMAIL
1. Log in to your gmail account.
2. Click on Gmail on the left side of the page and then click on the Contacts link in
the dropdown menu.
3. Click on the More button in the middle of the page and select Export from the
dropdown menu.
iMpoRtiNg CoNtaCtS
15
4. Choose the Contact list to export.
5. Choose “Outlook’s CSV format (for importing into Outlook or other
applications)”
6. Click Export.
7. Click Save to Disk and then click OK. if a window pops up, you should save the
file to your desktop.
NOTE: if you want to import contacts from multiple users, follow the additional steps
below. if you are only importing contacts for one user, proceed to the next section.
8. Repeat Steps 1–7 to export the contacts for all users whose contacts you want to
import into Salesforce CRM.
9. Merge all files into a single CSv file using excel or a similar application.
10. Review your data for accuracy.
11. add a column titled Record Owner and add the user’s Salesforce CRM
username to this field in the format jsmith@acme.com or Joe Smith. this step
ensures that each user’s data is correctly owned by the user in Salesforce CRM.
NOTE: all users named in the CSv file must be created in Salesforce CRM before
importing.
12. Save file and proceed to the next section.
1. Log in to Salesforce CRM.
2. Click the Contacts tab.
3. Click the Import My Accounts & Business Contacts link in the tools section.
4. Click Start the Import Wizard.
5. Select Microsoft Outlook from the radial dial and then click Next.
6. Click the Browse or Choose File button to select the file to upload and then click
Next.
7. Click Next again. on the off-chance your data does not import correctly, this is
where you can manually map each of the fields in your file to Salesforce CRM.
8. Keep clicking Next until you reach the end of the mapping process, then click
Import Now!
9. Click Finish when done.
10. Click the Contacts tab to check your work. Select the New This Week view and
click Go! to see the contacts that have just been imported.
GMAIL
IMPORT YOUR
CONTACTS
INTO
SALESFORCE
CRM
iMpoRtiNg CoNtaCtS
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Many sales reps refer to tasks as ticklers. to others, they’re
reminders or to-dos. Whatever you call them, when you create
tasks, activities don’t fall through the cracks. You can easily
keep yourself organized and make sure you’re staying on top
of what you need to do to run your business and meet your
customer needs.
1. Click on your Home Tab
2. go to the My Tasks section and click on the New button.
3. fill in the Task Information.
4. Select the Contact or Opportunity the task is related to.
5. enter a Subject.
6. Set the Status, Due Date and Priority.
7. Click to Send a Notification Email and set the reminder date and time if you
want an email reminder of the task.
8. Click Save when you’re done filling in your task information, or click Save &
New Task if you have additional tasks to add.
9. in the My Tasks section on the Home Tab, change the Filters on the right hand
side of the page to see your tasks.
10. When you’re done with a task, click the X next to it. Salesforce will mark it as
“completed” and you can just click Save and you’re done.
HOW TO
CREATE A
NEW TASK
CReatiNg peRSoNaL taSKS
17
a lead is a new sales prospect who is potentially interested in
purchasing your product or service. typically, this is someone
who is at the beginning of the sales process who may have
found your product through your website or at a conference.
once you’ve contacted the lead and have determined that they
are likely to buy, then you can convert them in Salesforce to
an opportunity. an opportunity is a qualified prospect who is
interested in buying your product.
this tutorial will walk you through how you convert leads in Salesforce CRM. Converting
leads helps you keep track of where you are in the sales cycle with your contacts.
When you convert a lead, Salesforce CRM also creates a new account, contact, and
opportunity so that you can easily track every time you talk to the lead and everything
you send that person.
1. Click on the Leads tab.
2. Change view to All Leads and click Go.
3. Click on the Specific Lead you want to convert.
4. Click Convert.
5. Change Record Owner by typing in the name of the person to whom you want the
opportunity assigned.
6. Select Account Name. You can either create a new account or, if the account name
already exists, you can attach this opportunity to the existing account.
7. enter an Opportunity Name so you can easily identify this specific opportunity.
8. enter the Subject in task information so the person getting the opportunity knows
what to do next.
9. assign a Due Date for the task.
10. Select Send Notification Email and an email will automatically be sent to the
opportunity owner informing that person of the task.
11. Click Convert when you’re done filling out the information.
CONVERT
A LEAD
MaNagiNg Le
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